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Power and Renewables reports
The big-5 charts of H1 2026: European power & renewables
This Insight features five impactful charts for client discussions in the first half of 2026. Each chart highlights key trends that have emerged in...
Power & Renewables Compass Q3: Speed to power - the infrastructure solutions shaping the global data center race
This edition of the Compass highlights three infrastructure pathways that could unlock speed to power.
Fuelling AI's Appetite: Benchmarking US thermal generation portfolios
As power demand from AI data centres accelerates, US thermal generators are racing to expand gas capacity and secure long-term hyperscaler partners...
Hydrogen can replace data centre diesel backup - but not everywhere
Diesel remains the dominant backup solution, but growing grid constraints, interconnection delays, and community pushback are exposing limitations ...
NYMEX sensitivity case developed from the Mexico gas, power and renewables Strategic Planning Outlook 2026
This “NYMEX” case represents the use of the New York Mercantile Exchange futures gas prices and the impact on Mexico’s power sector’s long-term out...
Middle East conflict scenarios: implications for European power markets
The fragile ceasefire has provided some hope and a degree of respite. Negotiations remain unresolved, hostilities have not ceased, and flows of oil...
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